Lisa J Walsh, CEPA®, CPWA®’s Post

View profile for Lisa J Walsh, CEPA®, CPWA®, graphic

Customized Planning Solutions for Business Owners | Certified Exit Planning Advisor®, Certified Private Wealth Advisor®, LJW Wealth Management of Raymond James

Financial advisors are key members of a business owner's exit planning team. We ask all of the pertinent personal and financial questions and remain with the owner's team long after an exit. See how LJW Wealth Management can help build a successful exit plan! ljwwealth.com #businessadvisors #businessowners #businessleaders #exitplanning #exitstrategy #consulting #financialplanning #valuation #mergersandacquisitions #accounting #valuecreation #valuegrowth https://lnkd.in/g4zdi_6t

Click to read

Click to read

6863690.fs1.hubspotusercontent-na1.net

To view or add a comment, sign in

Explore topics